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PBFS vs. HBB
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PBFS vs. HBB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Bancorp, Inc. (PBFS) and Hamilton Beach Brands Holding Company (HBB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with PBFS having a 17.36% return and HBB slightly lower at 16.71%.


PBFS

1D
-5.78%
1M
11.25%
YTD
17.36%
6M
17.36%
1Y
37.80%
3Y*
19.93%
5Y*
5.77%
10Y*

HBB

1D
-2.87%
1M
-5.18%
YTD
16.71%
6M
15.44%
1Y
4.40%
3Y*
29.56%
5Y*
-1.84%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PBFS vs. HBB - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
PBFS
Pioneer Bancorp, Inc.
17.36%17.01%15.08%-12.19%0.71%7.10%-30.96%3.80%
HBB
Hamilton Beach Brands Holding Company
16.71%0.52%-1.60%46.40%-10.86%-16.17%-6.01%19.22%

Correlation

The correlation between PBFS and HBB is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.34

Correlation (3Y)
Calculated over the trailing 3-year period

0.18

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (All Time)
Calculated using the full available price history since Jul 19, 2019

0.19

The correlation between PBFS and HBB shifts across timeframes, from 0.16 (5 years) to 0.34 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

PBFS:

$385.11M

HBB:

$257.65M

EPS

PBFS:

$0.81

HBB:

$2.08

PE Ratio

PBFS:

19.53

HBB:

9.09

PEG Ratio

PBFS:

0.08

HBB:

1.31

PS Ratio

PBFS:

2.99

HBB:

0.43

PB Ratio

PBFS:

1.17

HBB:

1.39

Total Revenue (TTM)

PBFS:

$129.33M

HBB:

$595.44M

Gross Profit (TTM)

PBFS:

$94.41M

HBB:

$159.57M

EBITDA (TTM)

PBFS:

$25.37M

HBB:

$43.51M

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Return for Risk

PBFS vs. HBB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PBFS
PBFS Risk / Return Rank: 8282
Overall Rank
PBFS Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
PBFS Sortino Ratio Rank: 8080
Sortino Ratio Rank
PBFS Omega Ratio Rank: 7878
Omega Ratio Rank
PBFS Calmar Ratio Rank: 8686
Calmar Ratio Rank
PBFS Martin Ratio Rank: 8585
Martin Ratio Rank

HBB
HBB Risk / Return Rank: 4343
Overall Rank
HBB Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
HBB Sortino Ratio Rank: 4242
Sortino Ratio Rank
HBB Omega Ratio Rank: 4141
Omega Ratio Rank
HBB Calmar Ratio Rank: 4444
Calmar Ratio Rank
HBB Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PBFS vs. HBB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Bancorp, Inc. (PBFS) and Hamilton Beach Brands Holding Company (HBB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


PBFSHBBDifference
Sharpe ratioReturn per unit of total volatility

+1.47

Sortino ratioReturn per unit of downside risk

+1.80

Omega ratioGain probability vs. loss probability

1.29

1.06

+0.22

Calmar ratioReturn relative to maximum drawdown

3.65

0.13

+3.52

Martin ratioReturn relative to average drawdown

8.90

0.24

+8.65

PBFS vs. HBB - Sharpe Ratio Comparison

The current PBFS Sharpe Ratio is 1.55, which is higher than the HBB Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of PBFS and HBB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


PBFSHBBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.55

0.08

+1.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

-0.03

+0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.03

-0.05

+0.08

Drawdowns

PBFS vs. HBB - Drawdown Comparison

The maximum PBFS drawdown since its inception was -48.33%, smaller than the maximum HBB drawdown of -81.89%. Use the drawdown chart below to compare losses from any high point for PBFS and HBB.


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Drawdown Indicators


PBFSHBBDifference

Max Drawdown

Largest peak-to-trough decline

-48.33%

-81.89%

+33.56%

Max Drawdown (1Y)

Largest decline over 1 year

-10.40%

-34.70%

+24.30%

Max Drawdown (3Y)

Largest decline over 3 years

-20.74%

-57.65%

+36.91%

Max Drawdown (5Y)

Largest decline over 5 years

-39.89%

-60.28%

+20.39%

Current Drawdown

Current decline from peak

-5.78%

-41.07%

+35.29%

Average Drawdown

Average peak-to-trough decline

-26.66%

-50.64%

+23.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.26%

18.19%

-13.93%

Volatility

PBFS vs. HBB - Volatility Comparison

The current volatility for Pioneer Bancorp, Inc. (PBFS) is 12.09%, while Hamilton Beach Brands Holding Company (HBB) has a volatility of 17.44%. This indicates that PBFS experiences smaller price fluctuations and is considered to be less risky than HBB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PBFSHBBDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.09%

17.44%

-5.35%

Volatility (6M)

Calculated over the trailing 6-month period

19.96%

38.47%

-18.51%

Volatility (1Y)

Calculated over the trailing 1-year period

24.51%

53.47%

-28.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.51%

54.09%

-26.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.34%

58.08%

-23.74%

Dividends

PBFS vs. HBB - Dividend Comparison

PBFS has not paid dividends to shareholders, while HBB's dividend yield for the trailing twelve months is around 2.56%.


PositionTTM202520242023202220212020201920182017
HBB
Hamilton Beach Brands Holding Company
2.56%2.89%2.70%2.49%3.35%2.75%2.11%1.86%1.45%0.33%
PBFS
Pioneer Bancorp, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

PBFS vs. HBB - Financials Comparison

This section allows you to compare key financial metrics between Pioneer Bancorp, Inc. and Hamilton Beach Brands Holding Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00M100.00M150.00M200.00M20222023202420252026
32.23M
121.96M
(PBFS) Total Revenue
(HBB) Total Revenue
Values in USD except per share items

PBFS vs. HBB - Profitability Comparison

The chart below illustrates the profitability comparison between Pioneer Bancorp, Inc. and Hamilton Beach Brands Holding Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
73.9%
29.7%
Portfolio components
PBFS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Pioneer Bancorp, Inc. reported a gross profit of 23.83M and revenue of 32.23M. Therefore, the gross margin over that period was 73.9%.

HBB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hamilton Beach Brands Holding Company reported a gross profit of 36.19M and revenue of 121.96M. Therefore, the gross margin over that period was 29.7%.

PBFS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Pioneer Bancorp, Inc. reported an operating income of 5.71M and revenue of 32.23M, resulting in an operating margin of 17.7%.

HBB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hamilton Beach Brands Holding Company reported an operating income of 4.97M and revenue of 121.96M, resulting in an operating margin of 4.1%.

PBFS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Pioneer Bancorp, Inc. reported a net income of 5.29M and revenue of 32.23M, resulting in a net margin of 16.4%.

HBB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hamilton Beach Brands Holding Company reported a net income of 3.54M and revenue of 121.96M, resulting in a net margin of 2.9%.


Frequently Asked Questions


PBFS and HBB have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HBB has higher volatility (17.44%) compared to PBFS (12.09%). In terms of maximum drawdown, PBFS dropped -48.33% vs HBB's -81.89%.

PBFS currently has the higher Sharpe Ratio (1.55 vs 0.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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